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Citigroup

1,599 hedge funds and large institutions have $95.3B invested in Citigroup in 2018 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 487 increasing their positions, 755 reducing their positions, and 200 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less call options, than puts

Call options by funds: $2.97B | Put options by funds: $2.97B

0.49% less ownership

Funds ownership: 75.8%75.3% (-0.49%)

2% less first-time investments, than exits

New positions opened: 197 | Existing positions closed: 200

1% less funds holding

Funds holding: 1,6191,599 (-20)

22% less funds holding in top 10

Funds holding in top 10: 138107 (-31)

33% less capital invested

Capital invested by funds: $142B → $95.3B (-$46.6B)

35% less repeat investments, than reductions

Existing positions increased: 487 | Existing positions reduced: 755

Holders
1,599
Holders Change
-20
Holders Change %
-1.24%
% of All Funds
35.62%
Holding in Top 10
107
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-22.46%
% of All Funds
2.38%
New
197
Increased
487
Reduced
755
Closed
200
Calls
$2.97B
Puts
$2.97B
Net Calls
-$929K
Net Calls Change
-$339M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1426
Wealthspire Advisors (New York)
New York
$70K +$85.2K +1,346 New
JWA
1427
JFS Wealth Advisors
Pennsylvania
$69K -$60.4K -954 -42%
FCB
1428
First Command Bank
Texas
$69K +$50.5K +797 +154%
FCFS
1429
First Command Financial Services
Texas
$69K +$50.5K +797 +154%
BWM
1430
BerganKDV Wealth Management
Minnesota
$68K +$6.14K +97 +8%
MSFP
1431
Mark Sheptoff Financial Planning
Connecticut
$67K -$31.7K -500 -28%
WA
1432
WealthTrust-Arizona
Arizona
$67K
IAS
1433
IMA Advisory Services
Colorado
$66K -$41.9K -662 -34%
OSNBOA
1434
Old Second National Bank of Aurora
Illinois
$65K -$3.8K -60 -5%
CAL
1435
Capital Advisors Ltd
Ohio
$65K
FGC
1436
Financial Gravity Companies
Texas
$65K +$64.3K +1,015 New
HCM
1437
Hilton Capital Management
New York
$64K
CCM
1438
Cribstone Capital Management
Maine
$63K
EARNEST Partners
1439
EARNEST Partners
Georgia
$63K
CIAS
1440
Capital Investment Advisory Services
North Carolina
$61K +$74K +1,169 New
CQS
1441
Credential Qtrade Securities
$60.6K
ME
1442
McIlrath & Eck
Washington
$59K -$6.9K -109 -9%
BG
1443
Bollard Group
Massachusetts
$59K +$443 +7 +0.6%
IF
1444
Ironwood Financial
Arizona
$59K +$35.4K +559 +97%
DAM
1445
Delta Asset Management
Tennessee
$58K -$9.5K -150 -12%
JFA
1446
JNBA Financial Advisors
Minnesota
$54K +$56.8K +897 +614%
SGAM
1447
Smith Group Asset Management
Texas
$52K -$633 -10 -1%
AP
1448
Arlington Partners
Alabama
$50K -$65.5K -1,034 -52%
AIC
1449
Ayalon Insurance Company
Israel
$50K +$61.1K +965 New
Pacer Advisors
1450
Pacer Advisors
Pennsylvania
$49K -$8.53M -134,769 -99%

C Hedge Fund Activity: Q4 2018 in Review

1,599 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q4 2018, worth a combined $95.3B — down 33% from $142B a quarter earlier.

Sellers outnumbered buyers: 200 funds closed out of C and 197 opened new positions — a net loss of 3 holders — while 755 trimmed existing stakes and 487 added.

The largest buyer was ValueAct Holdings, adding an estimated $336M. The largest seller was Fidelity Investments, cutting an estimated $1.17B.

  • 1,599 institutional investors held Citigroup (C) as of Q4 2018, down from 1,619 in Q3 2018.
  • Funds reported $95.3B of Citigroup stock for Q4 2018, down 33% quarter-over-quarter.
  • 197 funds opened new Citigroup positions in Q4 2018 and 200 closed out, a net change of -3 holders.
  • The largest Citigroup buyer in Q4 2018 was ValueAct Holdings, an estimated $336M added.
  • The largest Citigroup seller in Q4 2018 was Fidelity Investments, an estimated $1.17B sold.

Based on aggregated 13F filings for Q4 2018.